Counterparties and Discounting

• Customers & Suppliers

  • Overview of Customers and Suppliers
  • Create counterparty
  • Merge counterparties
  • Contracts

• Counterparties Import & Export

  • Counterparties import from Excel
  • Counterparties export to Excel

• Counterparties Reports

  • Counterparty performance report
  • Counterparty Account Statement

• Discounting

  • Manage discounts
  • Combine discounts
  • Create product-specific discounts
  • Create customer-specific discount
  • Create cumulative discount
  • Add discount or markup
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